Cornerstone Advisory, LLC Ishares Tr Msci Usa Esg Select Transaction History

Cornerstone Advisory, LLC

$919 Million
Q4 2025

A detailed history of Cornerstone Advisory, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 2,045 shares of SUSA stock, worth $280,798. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,045

Previous 2,040 0.25%

Holding current value

$280,798

Previous $276,000 1.45%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$132.94 - $139.8 $664 - $699	5 Added 0.25%	2,045 $280,000
Q3 2025 Nov 07, 2025	BUY	$126.64 - $135.65 $633 - $678	5 Added 0.25%	2,040 $276,000
Q2 2025 Jul 30, 2025	BUY	$101.97 - $126.75 $407 - $507	4 Added 0.2%	2,035 $257,000
Q1 2025 May 07, 2025	BUY	$113.22 - $126.36 $566 - $631	5 Added 0.25%	2,031 $233,000
Q4 2024 Feb 18, 2025	BUY	$118.0 - $127.04 $826 - $889	7 Added 0.35%	2,026 $246,000

Q3 2024 Nov 12, 2024	BUY	$108.44 - $120.37 $759 - $842	7 Added 0.35%	2,019 $243,000
Q4 2023 Feb 13, 2024	BUY	$85.36 - $100.86 $171,744 - $202,930	2,012 New	2,012 $202,000
Q1 2022 May 20, 2022	SELL	$89.45 - $106.35 $230,959 - $274,595	-2,582 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$95.76 - $106.67 $247,252 - $275,421	2,582 New	2,582 $275,000

Others Institutions Holding SUSA

# of Institutions

568

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Cornerstone Advisory, LLC Ishares Tr Msci Usa Esg Select Transaction History